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Hopwood Nicholas Hunter’s JPMorgan Income ETF JPIE Stock Holding History

Hopwood Nicholas Hunter’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.47M Buy
97,053
+63,230
+187% +$2.93M 1.42% 20
2025
Q4 		$1.57M Buy
+33,823
New +$1.57M 0.51% 52

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hopwood Nicholas Hunter's JPIE Position: Q1 2026 in Review

Hopwood Nicholas Hunter increased its JPMorgan Income ETF (JPIE) stake by 187% in Q1 2026, buying an estimated $2.93M and bringing the position to 97,053 shares worth $4.47M. The position accounts for 1.42% of the portfolio, ranked #20.

Hopwood Nicholas Hunter first reported a position in JPIE in Q4 2025 and has held it in 2 quarters since. 446 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Hopwood Nicholas Hunter held 97,053 shares of JPMorgan Income ETF worth $4.47M as of Q1 2026.
  • Hopwood Nicholas Hunter bought 63,230 JPMorgan Income ETF shares in Q1 2026, an estimated $2.93M.
  • JPMorgan Income ETF made up 1.42% of Hopwood Nicholas Hunter's portfolio in Q1 2026, its #20 holding.
  • Hopwood Nicholas Hunter first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 446 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Hopwood Nicholas Hunter's 13F filing for Q1 2026, filed 14 Aug 2026.